See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,028 | $98,240-66.4% | $82,313-59.9% | $147,584-77.6% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 19.85% | 30.85%-11.0pp | 25.88%-6.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,165 | $3,192-63.5% | $2,428-52.0% | $4,876-76.1% |
| Participant deferral / active EE | $1,501 | $4,383-65.8% | $3,706-59.5% | $5,439-72.4% |
| Admin fee / account holder | $255 | $8,563-97.0% | $5,608-95.5% | $10,885-97.7% |